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SPoh
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Member since ‎Oct 25, 2022
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Shawn Poh

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SPoh on October 28, 2022
Automated Workflow to Update Deal Company when Primary Contact is Added
Hi all, I am looking to create an automated workflow: Trigger is: 1. Deal is in any pipeline 2. Deal is created in the last 7 days 3. Associated Contact More than equals to 1 4. Primary Company is Missing Actions: Primary Company property of read more
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1 upvote
2 Replies
SPoh
Member
October 31, 2022
Hey @Simon_C , thank you! Yup i figured that out but thanks for highlighting and I've since now mentioned this as part of the SOP upon deal creatio...read more
SPoh on October 28, 2022
Automated Workflow to Update Deal Company when Primary Contact is Added
Hi all, I am looking to create an automated workflow: Trigger is: 1. Deal is in any pipeline 2. Deal is created in the last 7 days 3. Associated Contact More than equals to 1 4. Primary Company is Missing Actions: Primary Company property of read more
Reply Discussion
1 upvote
2 Replies
SPoh
Member
October 31, 2022
Hey @Simon_C , thank you! Yup i figured that out but thanks for highlighting and I've since now mentioned this as part of the SOP upon deal creatio...read more
SPoh on October 26, 2022
Weighted forecast pipeline - across multiple pipelines + custom time period
Hi all, I am looking to achieve the following: 1. Look at weighted pipeline forecasts across multiple pipelines at once (I believe you can currently only do it one pipeline at a time and i found https://community.hubspot.com/t5/HubSpot-Ideas/Fore read more
Reply Discussion
1 upvote
3 Replies
SPoh
Member
October 27, 2022
Hey @chrisworqflow , Thanks for helping. For schedule report - is there a way to attach downloadable file as csv or excel? For the date ran...read more
SPoh on October 26, 2022
Weighted forecast pipeline - across multiple pipelines + custom time period
Hi all, I am looking to achieve the following: 1. Look at weighted pipeline forecasts across multiple pipelines at once (I believe you can currently only do it one pipeline at a time and i found https://community.hubspot.com/t5/HubSpot-Ideas/Fore read more
Reply Discussion
1 upvote
3 Replies
SPoh
Member
October 27, 2022
Hey @chrisworqflow , Thanks for helping. For schedule report - is there a way to attach downloadable file as csv or excel? For the date ran...read more
Solved
SPoh on October 26, 2022
Date when Deal Stage Updated
Hey there, I am looking to create a report to show on a weekly basis, the number of deals that have been updated to a new stage in the pipeline and to which corresponding stage it was updated to. I tried to use last modified date or last activity read more
Reply Discussion
1 upvote
5 Replies
SPoh
Member
October 26, 2022
Thank you both @chrisworqflow and @karstenkoehler
Solved
SPoh on October 26, 2022
Date when Deal Stage Updated
Hey there, I am looking to create a report to show on a weekly basis, the number of deals that have been updated to a new stage in the pipeline and to which corresponding stage it was updated to. I tried to use last modified date or last activity read more
Reply Discussion
1 upvote
5 Replies
SPoh
Member
October 26, 2022
Thank you both @chrisworqflow and @karstenkoehler
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